Pension Technical Manager Jessica List outlines reasons why naming a trust as a beneficiary can lead to good outcomes in the right circumstances. Read more in Retirement Planner.
Author: Sam Walker
Group CEO Will Self discusses ‘Five years of pension freedoms’. Read the full article on page 11 in May’s The Business Post – South West Edition.
Pension Technical Manager Jessica List uses a question and answer to look at benefit crystallisation events. Read more in Retirement Planner.
Pension Technical Manager Jessica List considers the often complex rules and conditions applying to the pension commencement lump sum. Read more in Professional Paraplanner.
Pension Technical Manager Jessica List outlines the potential tax-efficiency and investment reasons why delayed lump sums might benefit some clients. Read more in Retirement Planner.
Pension Technical Manager Jessica List uses a case study to help solve potential age 75 headaches around pension commencement lump sums and the lifetime allowance. Read more in New Model Adviser
Pension Technical Manager Jessica List discusses how charity death benefit lump sums work in practice. Read more in Retirement Planner.
Curtis Banks is pleased to announce its full year financial results this morning. The results put the company in a strong financial position, with acquisitions a key opportunity, but the current Covid-19 outbreak has created uncertainty as to the outlook for the remainder of the financial year. We’re focused on our staff wellbeing and providing … Continued
Curtis Banks, one of the UK’s largest independent SIPP providers, has announced it will be sponsoring Victoria Evans in her pursuit of a world-record solo row across the Atlantic Ocean, for which she will depart in the first quarter of 2021. With the campaign around the row entitled ‘Sea Change Sport’, Victoria is using the … Continued
Pension Technical Manager Jessica List explains what the current 13 benefit crystallisation events are and how they apply. Read the overview of BCEs in Professional Paraplanner.